DealCloud Integration

High level workflow

Anduin seamlessly integrates with DealCloud to automate essential CRM workflows for Fund Managers. With DealCloud cards installed, data flows effortlessly between systems.

• Streamlined Onboarding: DealCloud relies on external systems to poll objects for data at a customizable frequency. Once an opportunity reaches a predefined stage, Anduin automatically generates a corresponding subscription, prefilled with DealCloud data, ensuring investors don’t start from scratch.
• Effortless Data Sync: After receiving a notification, investors access Anduin, complete the subscription, and trigger automated data transfers to DealCloud. You can either create a dedicated object or use an existing one, though we recommend a dedicated object to prevent overwriting production data.

Discover automation use cases

Further reading on system setup and preparation